See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,481 | $115,882-8.1% | $100,516+5.9% | $158,922-33.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.59% | 34.79%-19.2pp | 30.89%-15.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,336 | $4,103-18.7% | $3,418-2.4% | $4,761-29.9% |
| Participant deferral / active EE | $1,510 | $6,674-77.4% | $6,270-75.9% | $5,982-74.8% |
| Admin fee / account holder | $3,157 | $10,995-71.3% | $8,081-60.9% | $11,246-71.9% |